Conversion Analyst Job Description
Conversion analyst
provides for the measurement and benchmarking of business operations in relation to best business practices for the healthcare industry and internal business objectives.
Conversion Analyst Duties & Responsibilities
To write an effective conversion analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included conversion analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Perform system setup, data mapping and testing related to new business clients, mergers, acquisitions and spinoffs
Broad knowledge of data processing, system limitations and client functions
Gather Business Requirements, create Business Specifications and submit to IT
Performs Omni Plus and Plan Services GUI systems setup as per Conversions Requirements Document
Performs data mapping, asset posting and touchpoint testing
Complete quality control checks for team member’s plan set-up and testing
Audit Plan set up for new and existing clients
Responsible for posting assets and data reconciliation
Create and update procedures, checklists and test scripts
Working on special projects acting as a SME for the department
Conversion Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Conversion Analyst
List any licenses or certifications required by the position: PMP, SSL, CCM, MCSE, ABCP, CBCP, AWS, EPIC, CSQA, CSTE
Education for Conversion Analyst
Typically a job would require a certain level of education.
Employers hiring for the conversion analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Business, Education, Finance, Computer Science, Spectrum, Accounting, Marketing, Math, Statistics, Management Information Systems
Skills for Conversion Analyst
Desired skills for conversion analyst include:
FIS systems the industries in which FIS competes for business
Business methods and practices in the financial services industry
Financial services industry
Business methods and practices in the financial services/credit union industry
FIS Integrated Banking System
Basic financial analysis principles and ratios
Business goals
Cleartouch products
FIS’ products and services
Objectives and business operations for the appropriate FIS organization
Desired experience for conversion analyst includes:
Asset Takeover
Plan Merge Analysis
VSAM Validation
Complete TSV Application
OSDA (Basic and Feedback)
Make Whole (Individual and Institutional)
Conversion Analyst Examples
1
Conversion Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of conversion analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for conversion analyst
- Responsible for the accurate population of data into multiple enablement systems
- Ensuring accurate and timely data entry with adequate research
- Cross-channel integrity
- Must be able to perform complex tasks, processes and follow a variety of procedures within the organization
- Interact with other fulfillment professionals ensuring the accurate representation of business intent
- Submit change request as required
- Work with the client before, during and after Implementation, including the correct use of the system daily application balancing procedures
- Principal work activity may include, but is not limited to, developing implementation plans including due dates, checklists, resource needs, time frames, and all elements required for implementation event
- Work with team members to finalize operating procedures for the conversion technical team Work with outside groups to finalize procedures for the conversion handling
- Facilitate/Direct discussions regarding structure of the conversion process and its alignment with the Production environment
Qualifications for conversion analyst
- 3-5 years of experience in Loan Operations at a Bank or 3-5 years of experience handling conversions for Financial Institutions
- Prior conversion or application installation experience highly desirable
- Strong organizational and follow-up skills with an attention to detail
- Must be able to work under pressure and prioritize tasks
- Ability to adapt training curriculum to fit individual needs
- Working knowledge of computer systems (Windows OS) and the requirements for installation and/or conversion of systems to new processes
2
Conversion Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of conversion analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for conversion analyst
- Support marketing campaigns and lead optimization
- Monitor and own results reporting and forecasting for lead generation
- Optimize drive to web landing page experience to deliver engaging customer journey online to increase conversion and capture leads
- Lead drive to phone strategy and launch new initiatives in partnership with Inbound Card Sales team
- Manage drive to web and drive to phone setup and execution
- Through product mapping and interview processes, gathers forms and data files from customer and assesses requirements for software utilization and discusses any software customization requirements with programming team
- Creates data maps and transaction workflow documents showing exactly how each and every field of information will be converted and shares data maps with others as appropriate to ensure successful conversion
- As part of the conversion process, tests customized software against customer specific needs, shares with customer reports and application specific data that reflects how conversion data will be processed and gets customer to formally accept software changes in preparation for conversion
- During a readiness review, has customer run test scripts to verify accuracy of data and reports ensuring customer data is correct and ready for actual conversion
- Partners with local organization to understand the nature and the services provided behind conversion costs and shares the responsibility to provide solutions if and how these costs can be optimized
Qualifications for conversion analyst
- Bachelor’s degree in technical discipline, business communications, computer science or three years of work-related experience
- 3+ years’ experience performing conversion analysis services in the financial industry
- Experience with financial industry audit requirements
- Strong organizational and interpersonal skills including follow-up and attention to detail
- Strong application knowledge - Microsoft Office products, web training tools (WebEx), and structured query language (SQL)
- Ability to support multiple projects concurrently in XRoads’ fast-paced environment
3
Conversion Analyst Job Description
Job Description Example
Our company is looking for a conversion analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for conversion analyst
- Provide insights on actual variances to planned costs and identify ways to improve performance
- Under general supervision, analyze and determine business requirements and provide detailed specifications to programming
- Provide consultation to the client before, during and after changes, including the development of new procedures the changes may necessitate
- Identify and implement new strategies that maximize shareholder value and enhance the prospect experience
- Partner with the New Accounts team, Central Marketing partners and Product owners to identify and develop innovative solutions to eliminate system decisioning and manual application processing pain points
- Assist with new strategic initiatives to further enhance effectiveness and expand approval eligibility
- Support the New Accounts team to resolve compliance, operational and capacity related concerns while minimizing application processing and service delivery disruption
- Deliver improvements to the application experience and the Card Member on-boarding journey
- Monitor Face to Face Acquisition processes with vendor to ensure the prospect experience is optimal and ensure that we are adhering to Face to Face Acquisition policies
- Own the end-to-end implementation of multiple complex business and technical initiatives
Qualifications for conversion analyst
- Degree/Related Degree in Database Management, Data Processing, Computer Science, Management Information Systems, Network Communications or Business is preferred
- Flexibility, as s/he will be assigned many tasks as business needs dictate
- Geneva experience would be an asset
- Conduct analysis, design, and development activities related to the creation and maintenance of conversion programs
- Develop and maintain functional and technical documentation/specifications
- Build and maintain mapping tables
4
Conversion Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of conversion analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for conversion analyst
- Effectively communicate core team challenges and provide strategic recommendations where appropriate
- Act as the business liaison between cross-functional and vendor teams to establish common objectives and reinforce project deliverables
- Oversee direct sales strategy in Airport and other venues
- Develop strategies to digitize the channel and partner with cross-functional teams to innovate and explore new opportunities to drive overall acquisition growth in and outside of airports
- Oversee the Toronto Pearson Cloud 10 Microsite/Interstitial pages
- Analyze key metrics on regular basis, recommended strategies designed to increase scorecard metrics
- Proactive identification, evaluation and approach of Face to Face channel optimization/new channel opportunities Relationship Management - Build a common vision between business stakeholders in order to drive innovative initiatives and channel optimization
- Influence to gain initial stakeholder buy-in including New Accounts, Risk, Legal, Compliance and Operational Risk on new capabilities and initiatives
- Drive support and ensure alignment during changes to scope and in finding resolutions to issues
- Collaborate with Internal Product Teams, Brand and Creative Agencies to develop marketing collateral
Qualifications for conversion analyst
- Able to work with DBAs intelligently for data volume and performance management
- Adhere to organizational Systems Change Control policies and procedures
- Strong attention to detail good problem solving, time management and logic skills
- Ablility to translate client requirements to technical specifications and communicate to technical staff
- General Ledger and/or accounting experience required
- PeopleSoft Financial (or Oracle) experience required
5
Conversion Analyst Job Description
Job Description Example
Our innovative and growing company is looking for a conversion analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for conversion analyst
- Daily management of Face to Face Acquisition vendor and Support/Manage other external partner relationships
- Ability to organize other people and meet deadlines
- Organized approach to workload
- Strong relationship management, influencing and collaboration skills the ability to build, foster and maintain relationships with internal and external business partners
- The ability to multi-task and prioritize is a must within this role
- You will have a 3-faceted role – this person enjoys traveling, building customer relationships and can learn complex technical concepts as well
- You will analyze Progress conversion code on a daily basis and use learned Progress code skills to run queries on bank client data
- The Precision Conversion Analyst possesses a drive for perfection and thrives on challenging situations and face-to-face client contact
- Being able to interpret data elements and explain conversion data to clients is a key technical duty this person possesses
- Travel onsite to our bank clients and spend face-to-face time discussing data conversion elements and balancing CD, Loan and DDA module reports General Ledger balancing
Qualifications for conversion analyst
- PeopleSoft AP and/or AM experience a plus
- UNIX (User level), SQL, Testing ability, Office software
- Perl, C, Informix, XML, J2EE, Websphere (deployment), Mastercard/Visa/card payments knowledge, Software development lifecycle
- BS in Computer Science, MIS, EE or related experience
- Minimum of 1-3 years business systems analysis experience or equivalent education/experience
- Preferred 3-5 years business systems analysis experience or equivalent education/experience